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Aberforth UK Small Companies Fund

Documents

The documents relating to how to invest in the fund as well as Factsheets and Report & Accounts can be found on this page.

Assessment of Value Report 31 Dec 2024 236 K
Application pack 415 K
Key Investor Information Document 139 K
Supplementary Information Document 125 K
Investor Presentation Nov 2024 802 K
Prospectus 450 K
Bank Account Notification Form 135 K
Investor Presentation May 2024 712 K
Investing Checklist 170 K
Tax Compliance Requirements 161 K
Show Full Table (7 Rows)
Factsheet 31 Jan 2025 283 K
Factsheet 31 Dec 2024 283 K
Factsheet 30 Nov 2024 236 K
Factsheet 31 Oct 2024 279 K
Factsheet 30 Sep 2024 864 K
Factsheet 31 Aug 2024 867 K
Factsheet 31 Jul 2024 283 K
Factsheet 30 Jun 2024 867 K
Factsheet 31 May 2024 867 K
Factsheet 30 Apr 2024 925 K
Show Full Table (86 Rows)
Annual Report 31 Dec 2024 1 M
Interim Report 30 Jun 2024 310 K
Annual Report 31 Dec 2023 1 M
Interim Report 30 Jun 2023 191 K
Annual Report 31 Dec 2022 1 M
Interim Report 30 Jun 2022 2 M
Annual Report 31 Dec 2021 3 M
Interim Report 30 Jun 2021 2 M
Annual Report 31 Dec 2020 1 M
Interim Report 30 Jun 2020 2 M
Show Full Table (17 Rows)

Explore Aberforth Trusts & Funds

Aberforth currently manages two investment trusts and one unit trust. All are managed in accordance with a value style and focus on UK smaller companies.

Aberforth Smaller Companies Trust plc

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Aberforth Geared Value & Income Trust plc

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Aberforth Split Level Income Trust plc

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